Keystone Financial Services (Colorado)’s Novartis NVS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
7,569
+77
| +1% | +$9.32K | 0.31% | 39 |
|
|
2025
Q1 | $835K | Buy |
7,492
+118
| +2% | +$13.2K | 0.32% | 42 |
|
|
2024
Q4 | $718K | Buy |
7,374
+237
| +3% | +$23.1K | 0.27% | 41 |
|
|
2024
Q3 | $821K | Buy |
7,137
+501
| +8% | +$57.6K | 0.32% | 35 |
|
|
2024
Q2 | $706K | Buy |
6,636
+536
| +9% | +$57.1K | 0.29% | 40 |
|
|
2024
Q1 | $590K | Sell |
6,100
-3
| -0% | -$290 | 0.26% | 44 |
|
|
2023
Q4 | $616K | Buy |
6,103
+19
| +0.3% | +$1.92K | 0.29% | 42 |
|
|
2023
Q3 | $620K | Buy |
6,084
+29
| +0.5% | +$2.95K | 0.33% | 37 |
|
|
2023
Q2 | $611K | Buy |
6,055
+3
| +0% | +$303 | 0.31% | 34 |
|
|
2023
Q1 | $557K | Buy |
6,052
+167
| +3% | +$15.4K | 0.3% | 37 |
|
|
2022
Q4 | $533K | Buy |
5,885
+253
| +4% | +$22.9K | 0.29% | 40 |
|
|
2022
Q3 | $448K | Sell |
5,632
-343
| -6% | -$27.3K | 0.26% | 46 |
|
|
2022
Q2 | $509K | Buy |
5,975
+339
| +6% | +$28.9K | 0.28% | 42 |
|
|
2022
Q1 | $471K | Sell |
5,636
-40
| -0.7% | -$3.34K | 0.27% | 42 |
|
|
2021
Q4 | $497K | Buy |
+5,676
| New | +$497K | 0.26% | 42 |
|